Mortgage Broking and Financial Advice
NZDF has a long-running and transparent partnership with Become Wealth (formerly Milestone Direct) to provide Free Mortgage Broking and Discounted Financial Advice for NZDF members and their families. Unlike other advisers, Become Wealth are familiar with the needs of NZDF personnel and the range of circumstances you and your family may be in as a result of serving.
The advisers at Become Wealth understand the benefits offered to the whole Defence Community and can advise on other financial circumstances, such as change in posting, NZDF accommodation policies, and now-closed superannuation schemes.
Free and discounted fees
Free general advice is provided by phone or email about any NZDF investment products if the query can be solved in 30 minutes. Owing to the nature of this advice, it will usually not be personalised for individual circumstances. The non-NZDF cost is $575 per hour.
One-off financial advice plans are also available for people who require advice in any - or all - areas of their life. For members of the NZDF Community subsidised rates from as low as $977.50 are available. The non-NZDF cost is $3,000.
Choosing a KiwiSaver
Debt is good